Booksmor’s forms (Customer, Vendor, Product, Sales Invoice, etc.) and printed outputs (invoice PDF, payment voucher, payslip) have sensible defaults — but every business has its own quirks. The Designer lets you tweak both without writing code.
Time to read: ~10 minutes. You’ll need: Owner role (or a custom role with the branding / form designer permissions). The Designer is included in the base plan.
Two designers, one purpose
| Designer | Lives at | Changes |
|---|---|---|
| Form Designer | Setup → Designer → Forms | What the data-entry forms look like (which fields show, which are required, ordering, widths, custom fields) |
| Print Template Designer | Setup → Designer → Print templates | What invoice/voucher PDFs and printed pages look like (layout, fonts, colours, logo placement) |
Form Designer
What you can do
For each form (Customer, Vendor, Product, and the voucher forms):
- Hide fields you don’t use (e.g. “Address line 2” if your business is in apartments-only).
- Rename field labels (e.g. “GSTIN” → “Tax ID” for an export-focused business).
- Mark required fields you want to enforce (e.g. GSTIN required on every customer for a strict B2B business).
- Reorder fields (drag-and-drop).
- Change widths — full / half / third — to control the form layout.
- Add custom fields — text, number, or date — that get saved with the entity (and surface on PDFs / reports).
Walkthrough
- Setup → Designer → Forms.
- Pick the form: Customer, Vendor, Product, Sales Invoice, etc.
- The current layout appears. Each field has a row with:
- Label (editable).
- Visible (toggle).
- Required (toggle).
- Width (dropdown: full / half / third).
- Order (drag handle on the left).
- + Add custom field for non-standard data:
- Key — internal identifier (no spaces).
- Label — what shows on the form.
- Type — text / number / date.
- Click Save at the top.
Every screen that uses this form reflects the change immediately — refresh open tabs to see it.
Custom fields on PDFs
Custom fields you add to vouchers (e.g. “PO number from customer” on Sales Invoice) automatically render on the printed invoice PDF in a sensible default position. To control where exactly, use the Print Template Designer (next section).
Common form customisations
| Business type | What to customise |
|---|---|
| Export-only | Hide GSTIN required-flag, add custom “Country of export” field on customer |
| Wholesale | Make City + State required on every customer for compliance |
| Service-only | Hide SKU, HSN, Unit from Products form; rename “Sale ₹” to “Hourly rate” |
| Multi-branch | Add custom “Assigned branch” field on customer for internal segmentation |
Print Template Designer
What you can do
For each voucher type (Sales Invoice, Purchase, Receipt, Payment, Credit Note, Debit Note, Delivery Challan), you can design the printed PDF / print-page layout:
- Logo position — top-left, top-centre, top-right, or hidden.
- Colours — header colour, accent colour, line colour. Defaults match your brand colour from Settings → Branding.
- Fonts — font family + size for headers, body, totals.
- Header / footer text — your address, terms-and-conditions, payment instructions, return policy.
- Field placement — which custom fields show where on the printed output.
- Currency format — Indian (₹ with Lakh/Crore separators) or international (commas).
- Watermark — DRAFT / DUPLICATE / ORIGINAL banner.
Walkthrough
- Setup → Designer → Print templates.
- Pick the voucher type (Sales Invoice / Purchase / etc.).
- The current template renders on the right (live preview).
- Edit the panels on the left:
- Layout — pick a base layout (Classic / Modern / Minimal).
- Header — logo + business details.
- Body — line item table styling.
- Footer — terms, signature block, UPI QR position.
- Click Save.
The next PDF / print of that voucher type uses the new template.
Default vs custom
Booksmor’s default template is the Classic Indian invoice — your name + GSTIN at top, customer address + place-of-supply at right, HSN/qty/rate/CGST/SGST/IGST per line, totals, UPI QR + payment link at footer.
You can:
- Use it as-is — works for most SMBs.
- Customise the defaults — keep the structure, change colours/fonts/header text.
- Build a new template from scratch — pick a base layout, fully customise.
Multiple templates per voucher type
You can have multiple templates for the same voucher type — e.g. “Classic invoice” and “Branded invoice with logo” — and pick which to use per-voucher (default for most, branded for VIP customers).
To switch templates per voucher:
- On the voucher view → PDF button has a dropdown for template selection.
- Or set a default per Voucher Book (see Custom Voucher Books).
Branding (used by both designers)
Your brand colour, logo, and app name are set once in Settings → Branding:
- Brand colour — picked via colour picker; re-themes the entire app live.
- App name — replaces “Booksmor” in the header (white-label).
- Logo URL — URL to your logo image (PNG/SVG/JPG); used in print headers and the public invoice page.
These flow into both the in-app UI and the print templates as defaults.
Common questions
Will my custom fields show on the printed invoice? Yes — but in a default position. To control exactly where, use the Print Template Designer’s footer / custom-field placement panel.
Can I have different forms for different team members? Not in the current release — forms are tenant-shared. Per-role forms are on the roadmap.
I customised the form but my colleague still sees the old layout. They need to refresh their browser. Form definitions are cached per session.
Will hiding a field delete its data on existing records? No — hiding only stops the field from appearing on the form. The data stays in the database and on reports / PDFs.
Can the Print Template handle a multi-page invoice (lots of line items)? Yes — the line item table auto-paginates. Headers + footers repeat on each page. Page numbers appear at the bottom.
Can I add my company stamp / signature image to the printed invoice? Yes — upload the image to a public URL (your own hosting or an image-hosting service) and reference it in the Print Template’s footer panel as a custom image.
Can different voucher books use different print templates? Yes — each voucher book can have a designated default template. Useful when you run, say, a “Wholesale” book that uses a plainer template and a “Retail” book that uses a customer-branded one.
Are designer changes audit-logged? Yes — every save creates an audit log entry (who, when, what changed). Reviewable by Owner role.
Troubleshooting
The Designer page shows “feature unavailable”. The form_designer / branding / report_designer features are gated to specific plans. Check Setup → Subscription to confirm what’s active.
My custom field saved but doesn’t appear on the form. Refresh the browser. If still missing, check that you marked it Visible in the Designer (custom fields default to visible, but if you toggled it off, it’ll hide).
PDF preview doesn’t reflect my Print Template changes. The PDF endpoint may cache the template briefly. Force a fresh PDF by clicking PDF on a voucher (not the preview pane).
Brand colour doesn’t apply to the printed PDF. Brand colour applies to the Header by default. For other elements, edit the Print Template’s specific colour settings.
Need more help? Email support@booksmor.com with the form / template you’re editing and a screenshot.